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Financial Sector – Sharp Improvement to Expected Growth Rates

October 25, 2020 Brian Gilmartin Leave a comment

Looking at the quarter-by quarter data from IBES by Refinitiv, the sharp upward improvement to the Financial sector’s expected growth…

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Stay With Financials: Forward SP 500 Earnings Revisions Look Great

October 23, 2020 Brian Gilmartin Leave a comment

Thursday night, a post was stuck on this blog about what the markets are telling us about the Presidential election.…

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What the Markets are Telling Us about the President Election

October 22, 2020 Brian Gilmartin Leave a comment

First, the bounce in the marijuana stocks are probably telling us that Joe Biden has taken the presumed lead of…

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Forward SP 500 Earnings Still Moving the Right Direction

October 16, 2020 Brian Gilmartin Leave a comment

The thought is to start this weekend’s SP 500 earnings update with the y/y growth rates for Q3 ’20 through…

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Bank / Financial Earnings Releases Start This Week. All Eyes on Consumer Credit

October 10, 2020 Brian Gilmartin Leave a comment

JP Morgan reports their Q3 ’20 financial results on Tuesday morning, October 13th, 2020, followed up by Bank of America…

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Fundamentalis

  • Bond Market Asset Class Returns – Not Great, but Not Shabby Either
  • SP 500 Earnings: Expected Full-year ’26 SP 500 EPS Growth was 15.6% on Jan 1, Now 22.6% as of Friday, May 1
  • Cliff-Note IBM, Boeing Earnings Summaries: Boeing’s OK; IBM is All About What Mgmt Didn’t Say
  • SP 500 Earnings: A Broken Record – Positive Revisions. SP 500 Revenue Growth Worth Noting Again
  • Boeing / IBM Earnings Previews: BA Still Requires Patience, While IBM’s AI Book is Growing

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